Presentations Can Cement Your Leadership Position

When was the last time you spoke in front of an audience? If the answer is “never” or “a long time ago” you may want to focus on finding an opportunity to present to an audience, either in person, through a live webinar or another online option. Many people ignore these valuable chances to address…

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Securing Client Loyalty in Uncertain Times

The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…

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Communicating During COVID-19

As I write this from my own quarantine, I can confidently say we are in uncharted waters. Suddenly we are all trying to figure out how to work remotely, what it means to be flexible and just what needs to be communicated and to whom. As accounting and business advisory professionals, your skills – and…

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Just Say No to These Website Faux Pas

It’s 2020 and a website is no longer a novelty; it’s a necessary tool for any serious business. Making that website attractive and easy to navigate is a must, and luckily, website design has evolved to the point that the task can be accomplished without too much difficulty. Too many people see design as “making…

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What Do I Write About Now?

Follow this Advice and You Will Have a Plethora of Ideas!    By this point, you are probably pretty familiar with the differing qualities and benefits of inbound and outbound content marketing. You’ve even considered how you might take advantage of strategic inbound initiatives to support your longstanding outbound efforts but may be afraid to…

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Yes, You Too Can Network Successfully

Some people love meeting new people, rushing gleefully to each networking event with bells on. For most of us, it can be a painful proposition. Here are some ways to make it more fun and productive at the same time. The point of networking, after all, is simply to meet more people and have them…

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Be the Firm You Want to Be.

Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not.   The business case for change is that firms that continue to do things as they always have always at some point…

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Unhappy employees are bad for your brand

I read an article recently that I found profoundly disturbing. It seems that if you aren’t happy in your job, you are not alone. In fact, you are in the majority!   But why am I, a marketing specialist, talking about HR issues all of a sudden? It all boils down to taking care of…

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An Unanticipated Outcome of Case Studies and Testimonials

When working with accounting firms, I am a staunch advocate of creating and sharing case studies and testimonials. Using these tools plentifully on your website and other marketing efforts is a great way to help potential clients visualize themselves as actual clients, picture themselves gaining the benefits of working with your firm and better understand…

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How Firms are Winning Through Client Service

CPA firms of all shapes and sizes are taking a long look at their client service process. And it’s no wonder, considering that client service is THE differentiator among CPA firms and is the lynchpin in client loyalty. CPA firms often rely on revenue numbers, realization and chargeable hours to determine how business is going.…

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